Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SOUTHERN COSO · Entity 1308 | Director | June 09, 2023 | June 12, 2023 |
| Vulcan Materials COVMC · Entity 3118 | Director | June 12, 2026 | June 15, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SOUTHERN CO
Report date June 09, 2023 · Filed June 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Southern Company Common StockSEC Table I · non-derivative | Direct | 844,238.797 |
Reported balance
After 2023-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-09 · Sale · Disposed 50,000 · Balance 844,238.797 F1: Shares sold pursuant to a 10b5-1 trading plan entered into on February 24, 2023 for estate, financial and tax planning purposes. Plan allows for the sale of up to 150,000 shares from 4/10/2023 through 6/12/2023. After completion of the transactions, Mr. Fanning will continue to hold shares of Southern common stock that significantly exceed his share ownership requirements. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.38 to $71.14, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4. |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy 401(K) | 17,292.1454 |
Reported balance
Holding disclosure · report date 2023-06-09 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,292.1454 |
| Southern Company Common StockSEC Table I · non-derivative | IndirectBy Grantor Retained Annuity Trust | 66,970 |
Reported balance
Holding disclosure · report date 2023-06-09 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 66,970 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to a 10b5-1 trading plan entered into on February 24, 2023 for estate, financial and tax planning purposes. Plan allows for the sale of up to 150,000 shares from 4/10/2023 through 6/12/2023. After completion of the transactions, Mr. Fanning will continue to hold shares of Southern common stock that significantly exceed his share ownership requirements.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.38 to $71.14, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4.
Vulcan Materials CO
Report date June 12, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock (Deferred Compensation)SEC Table II · derivative / convertible security | Direct | 9,921.237 |
Reported balance
After 2026-06-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-06-12 · Grant · Acquired 301.428 · Balance 9,921.237 F1: Convertible on a 1-for-1 basis. F2: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Convertible on a 1-for-1 basis.
F2: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan.
F3: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 12, 2026 Filed Jun 15, 2026 21:44 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 301.428 | $273.70 | $82,499.94 |
DisclosureSEC source: 0001227464-26-000002 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,921.237 Underlying: Common Stock · 301.428 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| May 08, 2026 Filed May 12, 2026 20:44 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Units · Derivative | 617 | $0.00 | $0.00 |
DisclosureSEC source: 0001227464-26-000001 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 617 Underlying: Common Stock · 617 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F2 · kind: Annual stock grant made to the reporting person under the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan. F3 · derivative.exercise_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten (10) equal installments F3 · derivative.expiration_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten (10) equal installments Read SEC document |
| December 17, 2025 Filed Dec 18, 2025 17:18 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 214.983 | $290.72 | $62,499.86 |
DisclosureSEC source: 0001227464-25-000004 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,619.809 Underlying: Common Stock · 214.983 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:17 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 308.294 | $267.60 | $82,499.47 |
DisclosureSEC source: 0001562180-25-004891 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,337.782 Underlying: Common Stock · 308.294 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| May 09, 2025 Filed May 13, 2025 15:08 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Unit · Derivative | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003779 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 650 Underlying: Common Stock · 650 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F2 · kind: Annual stock grant made to the reporting person under the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan. F3 · derivative.exercise_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. F3 · derivative.expiration_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2025 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. Read SEC document |
| December 18, 2024 Filed Dec 19, 2024 21:26 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 212.104 | $282.88 | $59,999.98 |
DisclosureSEC source: 0001562180-24-008514 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,029.488 Underlying: Common Stock · 212.104 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 18:12 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 314.96 | $254.00 | $79,999.84 |
DisclosureSEC source: 0001562180-24-005187 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,756.787 Underlying: Common Stock · 314.96 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| May 10, 2024 Filed May 13, 2024 23:27 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Unit · Derivative | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-004000 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 625 Underlying: Common Stock · 625 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F2 · kind: Annual stock grant made to the reporting person under the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan. F3 · derivative.exercise_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. F3 · derivative.expiration_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. Read SEC document |
| December 13, 2023 Filed Dec 15, 2023 16:05 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 269.294 | $213.52 | $57,499.92 |
DisclosureSEC source: 0001562180-23-008389 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,441.827 Underlying: Common Stock · 269.294 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 21:19 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 387.014 | $200.25 | $77,499.55 |
DisclosureSEC source: 0001562180-23-005470 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,139.802 Underlying: Common Stock · 387.014 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| June 09, 2023 Filed Jun 12, 2023 20:34 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 50,000 | $70.76 | $3,538,000.00 |
DisclosureSEC source: 0001209191-23-036340 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 844,238.797 F1 · security: Shares sold pursuant to a 10b5-1 trading plan entered into on February 24, 2023 for estate, financial and tax planning purposes. Plan allows for the sale of up to 150,000 shares from 4/10/2023 through 6/12/2023. After completion of the transactions, Mr. Fanning will continue to hold shares of Southern common stock that significantly exceed his share ownership requirements. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.38 to $71.14, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4. Read SEC document |
| May 12, 2023 Filed May 16, 2023 14:32 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Unit · Derivative | 820 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-004145 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 820 Underlying: Common Stock · 820 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F2 · kind: Annual stock grant made to the reporting person under the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan. F3 · derivative.exercise_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. F3 · derivative.expiration_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. Read SEC document |
| May 10, 2023 Filed May 11, 2023 20:57 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 50,000 | $75.16 | $3,758,000.00 |
DisclosureSEC source: 0001209191-23-028808 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 847,591.797 F1 · security: Shares sold pursuant to a 10b5-1 trading plan entered into on February 24, 2023 for estate, financial and tax planning purposes. Plan allows for the sale of up to 150,000 shares from 4/10/2023 through 6/12/2023. After completion of the transactions, Mr. Fanning will continue to hold shares of Southern common stock that significantly exceed his share ownership requirements. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.96 to $75.47, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4. Read SEC document |
| April 10, 2023 Filed Apr 11, 2023 20:41 UTC | SOUTHERN CO SO · Entity 1308 | SaleSouthern Company Common Stock | 50,000 | $71.54 | $3,577,000.00 |
DisclosureSEC source: 0001209191-23-024022 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · CEO & Chairman 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 897,591.797 F1 · security: Shares sold pursuant to a 10b5-1 trading plan entered into on February 24, 2023 for estate, financial and tax planning purposes. Plan allows for the sale of up to 150,000 shares from 4/10/2023 through 6/12/2023. After completion of the transactions, Mr. Fanning will continue to hold shares of Southern common stock that significantly exceed his share ownership requirements. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.18 to $71.89, inclusive. The reporting person undertakes to provide to Southern Company, any security holder of Southern Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:34 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 119,379 | $67.13 | $8,013,912.27 |
DisclosureSEC source: 0001209191-23-009755 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 947,591.774 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 21:34 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 264,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009755 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066,970.774 F1 · shares: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2020-2022 award. The Compensation and Management Succession Committee certified performance on February 13, 2023. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:15 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 14,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009244 · doc4.xml · derivative · entry 5 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 14,124 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2020. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:15 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 7,184 | $66.88 | $480,465.92 |
DisclosureSEC source: 0001209191-23-009244 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 802,275.774 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2023 Filed Feb 14, 2023 22:15 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 15,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-009244 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,459.774 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 11, 2020. Includes 1,803 accrued dividend equivalent units. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 19,624 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007585 · doc4.xml · derivative · entry 5 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,624 Underlying: Southern Company Common Stock · 19,624 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 3, 2021. The remaining 1/3 of the award will vest in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 9,587 | $67.27 | $644,917.49 |
DisclosureSEC source: 0001209191-23-007585 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 793,532.774 F2 · shares: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 03, 2023 Filed Feb 7, 2023 21:55 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 21,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-007585 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 803,119.774 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 3, 2021. Includes 1,592 accrued dividend equivalent units. Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 17:23 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 317.962 | $180.84 | $57,499.93 |
DisclosureSEC source: 0001562180-22-008331 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,717.143 Underlying: Common Stock · 317.962 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| August 19, 2022 Filed Aug 19, 2022 20:31 UTC | SOUTHERN CO SO · Entity 1308 | GiftSouthern Company Common Stock | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-046839 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 781,903.733 F1 · shares: Shares were a charitable donation to the Fanning Family Fund, a donor-advised fund at an independent public charity. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 20:06 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 476.949 | $162.49 | $77,499.92 |
DisclosureSEC source: 0001562180-22-005186 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,365.559 Underlying: Common Stock · 476.949 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| May 13, 2022 Filed May 17, 2022 21:21 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Units · Derivative | 895 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-004126 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 895 Underlying: Common Stock · 895 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F2 · kind: Annual stock grant made to the reporting person under the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan. F3 · derivative.exercise_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. F3 · derivative.expiration_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:41 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 130,272 | $64.87 | $8,450,744.64 |
DisclosureSEC source: 0001209191-22-011328 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 840,143.672 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:41 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 287,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-011328 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 970,415.672 F1 · security: Shares acquired upon vesting of performance share units under Company's Performance Share Program for the 2019-2021 award. The Compensation and Management Succession Committee certified performance on February 16, 2022. Includes accrued dividend equivalent units. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:56 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 19,625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009932 · doc4.xml · derivative · entry 5 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,248 Underlying: Southern Company Common Stock · 19,625 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents first 1/3 of performance restricted stock units granted on February 3, 2021. The remaining award will vest 1/3 in 2023 and 1/3 in 2024. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:56 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 9,272 | $66.79 | $619,276.88 |
DisclosureSEC source: 0001209191-22-009932 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 683,160.672 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 13, 2022 Filed Feb 15, 2022 22:56 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 20,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009932 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 692,432.672 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of first 1/3 of performance restricted stock units granted on February 3, 2021. The Compensation Committee and Management Succession Committee certified performance on February 13, 2022. Includes 820 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:19 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 14,123 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009542 · doc4.xml · derivative · entry 8 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,124 Underlying: Southern Company Common Stock · 14,123 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · security: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.exercise_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F5 · derivative.expiration_date: Represents second 1/3 of performance restricted stock units granted on February 11, 2020. The remaining 1/3 of the award will vest in 2023. Each performance restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:19 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 16,585 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009542 · doc4.xml · derivative · entry 7 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 16,585 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · security: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F4 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 11, 2019. Each restricted stock unit represents the right to receive, at settlement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:19 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 6,961 | $66.79 | $464,925.19 |
DisclosureSEC source: 0001209191-22-009542 · doc4.xml · nonDerivative · entry 4 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 671,987.672 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:19 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 15,347 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009542 · doc4.xml · nonDerivative · entry 3 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678,948.672 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2020. Includes 1,224 accrued dividend equivalent units. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:19 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 8,534 | $66.79 | $569,985.86 |
DisclosureSEC source: 0001209191-22-009542 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 663,601.672 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 00:19 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 18,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009542 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672,135.672 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 11, 2019. Includes 2,234 accrued dividend equivalent units. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:31 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 289.163 | $198.85 | $57,500.06 |
DisclosureSEC source: 0001562180-21-007746 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,856.629 Underlying: Common Stock · 289.163 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| June 15, 2021 Filed Jun 15, 2021 20:44 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantPhantom Stock (Deferred Compensation) · Derivative | 425.99 | $181.93 | $77,500.36 |
DisclosureSEC source: 0001562180-21-004272 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,542.21 Underlying: Common Stock · 425.99 shares Expires not disclosed F1 · derivative.exercise_price: Convertible on a 1-for-1 basis. F2 · shares: Director's fees credited to the reporting person's account in accordance with the Vulcan Materials Company Directors' Deferred Compensation Plan. F3 · derivative.exercise_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. F3 · derivative.expiration_date: The units are to be settled in Vulcan Materials Company common stock commencing at the retirement of the reporting person. Read SEC document |
| May 14, 2021 Filed May 18, 2021 20:33 UTC | Vulcan Materials CO VMC · Entity 3118 | GrantRestricted Stock Units · Derivative | 785 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-003519 · primarydocument.xml · derivative · entry 1 FANNING THOMAS A · CIK 0001227464 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 785 Underlying: Common Stock · 785 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Vulcan Common Stock. F2 · kind: Annual stock grant made to the reporting person under the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan. F3 · derivative.exercise_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. F3 · derivative.expiration_date: Restricted Stock Units cliff vest on the specified date. In accordance with the terms of the Vulcan Materials Company 2016 Omnibus Long-Term Incentive Plan and instructions previously provided by the reporting person pursuant thereto, vested Restricted Stock Units will be delivered to the reporting person in ten equal annual installments when the reporting person ceases to hold office as a member of the Board of Directors of Vulcan Materials Company. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:49 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 20,997 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016127 · doc4.xml · derivative · entry 4 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Southern Company Common Stock · 20,997 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.exercise_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements F3 · derivative.expiration_date: Represents final 1/3 of performance restricted stock units granted on February 27, 2018. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:49 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 10,893 | $56.72 | $617,850.96 |
DisclosureSEC source: 0001209191-21-016127 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 826,758.586 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 27, 2021 Filed Mar 2, 2021 21:49 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 24,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016127 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837,651.586 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of final 1/3 of performance restricted stock units granted on February 27, 2018. Includes 3,019 accrued dividend equivalent units. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:45 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 131,369 | $60.10 | $7,895,276.90 |
DisclosureSEC source: 0001209191-21-011297 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 813,635.586 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 21:45 UTC | SOUTHERN CO SO · Entity 1308 | GrantSouthern Company Common Stock | 289,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011297 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 945,004.586 F1 · security: Shares acquired upon vesting of performance share units under the Company's Performance Share Program for the 2018-2020 award. The Compensation and Management Succession Committee certified performance on February 12, 2021. Includes accrued dividend equivalent units. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 16,585 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010785 · doc4.xml · derivative · entry 4 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,585 Underlying: Southern Company Common Stock · 16,585 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance restricted stock units granted on February 11, 2019. The remaining 1/3 of the award will vest in 2022. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 8,194 | $61.29 | $502,210.26 |
DisclosureSEC source: 0001209191-21-010785 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 655,328.586 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
| February 11, 2021 Filed Feb 16, 2021 21:47 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionSouthern Company Common Stock | 18,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010785 · doc4.xml · nonDerivative · entry 1 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 663,522.586 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: Shares acquired upon vesting of second 1/3 of performance restricted stock units granted on February 11, 2019. Includes 1,480 accrued dividend equivalent units. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 21:57 UTC | SOUTHERN CO SO · Entity 1308 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 14,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-008147 · doc4.xml · derivative · entry 4 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,247 Underlying: Southern Company Common Stock · 14,124 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.exercise_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. F3 · derivative.expiration_date: Represents performance share units granted on February 11, 2020. The Compensation and Management Succession Committee certified performance on February 3, 2021 and the first 1/3 vested. The remaining award will vest 1/3 in 2022 and 1/3 in 2023. Each performance restricted stock unit represents the right to receive, at statement, one share of common stock. Additional units will be acquired with deemed dividends. Shares will be withheld upon vesting to satisfy tax requirements. Read SEC document |
| February 03, 2021 Filed Feb 5, 2021 21:57 UTC | SOUTHERN CO SO · Entity 1308 | Tax withholdingSouthern Company Common Stock | 6,683 | $59.45 | $397,304.35 |
DisclosureSEC source: 0001209191-21-008147 · doc4.xml · nonDerivative · entry 2 FANNING THOMAS A · CIK 0001227464 · President, CEO & Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627,392.586 F2 · security: Shares withheld to satisfy required state and federal tax withholding requirements. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.